CBT
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Capital Bank & Trust’s Alexandria Real Estate Equities ARE Stock Holding History

Capital Bank & Trust’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-548
Closed -$69K – 706
2018
Q3 		$69K Buy
+548
New +$69.3K ﹤0.01% 408

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital Bank & Trust's ARE Position: Q4 2018 in Review

Capital Bank & Trust sold out of Alexandria Real Estate Equities (ARE) in Q4 2018, closing a stake of 548 shares — an estimated $69K sold.

Capital Bank & Trust first reported a position in ARE in Q3 2018 and held it in 1 quarter. The position peaked at $69K in Q3 2018. 434 funds tracked by Wall St. Rank hold ARE as of Q4 2018.

  • Capital Bank & Trust reported no remaining Alexandria Real Estate Equities position as of Q4 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 548 Alexandria Real Estate Equities shares in Q4 2018, an estimated $69K.
  • Capital Bank & Trust first reported a position in Alexandria Real Estate Equities in Q3 2018 and held it in 1 quarter.
  • Capital Bank & Trust's Alexandria Real Estate Equities position peaked at $69K in Q3 2018.
  • 434 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2018.

Based on Capital Bank & Trust's 13F filing for Q4 2018, filed 14 Feb 2019.